| As of Date | 03/31/2025 |
| Registration | SEC, Approved, 03/08/2018 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 11,589,534,489 22% |
| of that, discretionary | 11,589,534,489 105% |
| Private Fund GAV* | 0 |
| Avg Account Size | 891,502,653 121% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 442 19%
of those in investment advisory functions 225 14%
- Investment companies
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds